Bernard Steven Kent

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 01/2023
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 01/2014 → 05/2025
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 01/2014 → 12/2018
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 01/2023 → 05/2025
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 06/2025 → Present
  Arax Advisory Partners
  Denver, CO

Previous Registrations

• 2014-01-03 → 2025-07-11
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 2013-09-13 → 2014-01-03
  Telemus Capital, Llc
  Southfield, MI
• 2013-03-28 → 2013-09-12
  Telemus Investment Management, Llc
  Southfield, MI
• 2010-09-17 → 2013-09-12
  Telemus Wealth Advisors, Llc
  Southfield, MI

Other Businesses

1) Detroit Historical Society, not investment-related; Woodward, Detroit, MI, Civic/charitable, Trustee and chairman of investment committee, started 2017; 1 hour per month, none during securities trading hours; attends 4 board meetings/ year 2) Zekelman Holocaust Center, not investment-related; Orchard Lake, Farmington Hills, MI; Civic/charitable; Trustee and Member of Investment Committee; began 2020; 1 hour per month, none during securities trading hours; 3) Detroit Symphony Orchestra, Member of Investment Committee (10 hours per year); 4) D Dan and Betty Kahn Foundation, Member of Investment Committee (10 hours per year); 5) Jewish Foundation of Metro Detroit, Member of Investment Committee (10 hours per year); 5) Robert Schechter & Associates, LLC ("Schechter Wealth") 111 E. Merrill St. Suite 400, Birmingham, MI 48009 Insurance agent; Investment Related - yes; Offer insurance consulting and sell fixed insurance products Start Date - November 2007 Hours may vary, generally spend 1 hr. per month 6) Focus Partners Wealth (formerly Telemus); investment related; 2 Towne Square, Suite 800, Southfield MI 48076; investment adviser firm; solicitor; started 1/1/2014; 0 hours/month; 0 hrs during securities trading hours; receives referral fees from referrals of clients 7) Chicago Partners; investment related; 1 N Wacker Dr, Suite 4075, Chicago, IL 60606; investment adviser firm; solicitor; started 1/1/2014; 0 hours/month; 0 hrs during securities trading hours; receives referral fees from referrals of clients

Exams

• S66 Uniform Combined State Law Examination
  2010-06-15
• S65 Uniform Investment Adviser Law Examination
  2007-09-25

Designations

• Personal Financial Specialist

Other Names

• Bernie Kent
• Bernard Kent